D.E. Shaw & Co’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

D.E. Shaw & Co’s Portfolio CGMM Stock Details CGMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$880K	Buy	+26,684	New	+$840K	﹤0.01%	3833

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

D.E. Shaw & Co's CGMM Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 26,684 shares worth $880K. The stake represents ﹤0.01% of the portfolio and ranks #3833 among its holdings.

226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

D.E. Shaw & Co held 26,684 shares of Capital Group U.S. Small and Mid Cap ETF worth $880K as of Q2 2026.
Capital Group U.S. Small and Mid Cap ETF was a new D.E. Shaw & Co position in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3833 holding.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.